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Worst Mistakes People Make With Their Investments
Worst Mistakes People Make With Their Investments: In this interview, Dana Anspach, the CEO of Sensible Money, and Robert Powell, the editor of Retirement Daily, discuss some of the worst mistakes people make with their investments. Anspach shares two catastrophic investment mistakes she has witnessed with clients. The first involved a widow with four children who had a portfolio of over $4 million. The client, influenced by her religious affiliation, moved her money to a firm of the same affiliation that offered estate planning, tax, and investment services. However, they ended up investing their entire life savings in a private real estate deal without proper documentation or transparency. The investment failed, resulting in a complete loss of the $4 million.
Worst Mistakes People Make With Their Investments: In this interview, Dana Anspach, the CEO of Sensible Money, and Robert Powell, the editor of Retirement Daily and Co-Founder of finStream, discuss some of the worst mistakes people make with their investments. Anspach shares two catastrophic investment mistakes she has witnessed with clients. The first involved a widow with four children with over $4 million portfolio. Influenced by her religious affiliation, the client moved her money to a firm of the same affiliation that offered estate planning, tax, and investment services. However, they invested their entire life savings in a private real estate deal without proper documentation or transparency. The investment failed, resulting in a complete loss of the $4 million. To watch more videos on finStream featuring Dana Anspach, please visit this link: https://www.finstream.tv/featured/dana-anspach/
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